Filed June 13, 2022 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,128 | $109,359-22.2% | $162,163-47.5% | $72,985+16.6% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 16.17% | 25.46%-9.3pp | 115.59%-99.4pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,819 | $3,907-53.5% | $5,614-67.6% | $2,440-25.5% |
| Participant deferral / active EE | $3,108 | $5,481-43.3% | $7,298-57.4% | $3,607-13.8% |
| Admin fee / account holder | $917 | $7,972-88.5% | $10,843-91.5% | $5,124-82.1% |